SLWS
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Swaine & Leidel Wealth Services’s Walt Disney DIS Stock Holding History

Swaine & Leidel Wealth Services’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$957 Buy
+957
New +$138K 0.74% 34
2021
Q3 		$874K Buy
+5,171
New +$922K 0.77% 31
2021
Q1 		$957K Sell
5,186
-12,996
-71% -$2.4M 0.62% 40
2020
Q4 		$3.29M Buy
18,182
+955
+6% +$137K 2.39% 23
2020
Q3 		$2.14M Sell
17,227
-298
-2% -$37.2K 2.08% 27
2020
Q2 		$1.95M Sell
17,525
-11,204
-39% -$1.24M 1.99% 26
2020
Q1 		$2.77M Buy
28,729
+3,634
+14% +$459K 2.88% 14
2019
Q4 		$3.63M Buy
+25,095
New +$3.5M 3.03% 3
2019
Q2 		– Sell
-17,206
Closed -$1.91M – 64
2019
Q1 		$1.91M Buy
17,206
+4,360
+34% +$487K 2.42% 16
2018
Q4 		$1.44M Buy
+12,846
New +$1.46M 2.29% 24

Other funds holding DIS

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return